Tab Relations

Last updated: 2026-05-12 2 min read

Package: BASIC

1. General

The structure of the detail view is the same or very similar in most modules (exceptions include modules such as Reports, Email accounts or Templates).

The detail view of a record is divided into three tabs:

Information → Display of fields grouped in blocks, plus various actions
Relations → Display of linked (referenced) records grouped in blocks, plus various actions
Dashboard → Display of freely configurable widgets

If colours are configured for picklist fields, these are also displayed for the linked records shown in the Relations tab as well as in the “select record” pop-up.

In the detail view, the Relations tab displays linked (referenced) records grouped in blocks by module.

Detail View – Tab Relations

2. Configure Module Selection

Which modules are displayed in the Relations tab can be configured using the Configure Module Selection button.

detailansicht_tab_verknuepfungen_button_modulauswahl_konfigurieren.png Tab Relations – Configure Module Selection Button

After clicking the Configure Module Selection button, all available modules are displayed.

detailansicht_tab_verknuepfungen_modulauswahl_konfigurieren.png Tab Relations – Configure Module Selection

Clicking one or more modules selects them for display. To select all modules, click All.

The order of the modules can be changed using drag & drop.

No separate saving is required here; the configuration is saved by reloading the page.

3. Actions

3.1. Block Actions

Each block for a module contains up to four action icons in the top right corner of the block.

Action Icons

Select Record → After clicking, a popup opens in which records can be searched.
Create Record → After clicking, a popup opens for quick creation of a record.
Search in List → After clicking, an input field for searching within the displayed records in the block is shown in the centre.
Hide/Show → The block can be hidden or shown.

Note

Which actions are displayed depends on the module and the user's permissions.

3.2. Record Actions

The following actions

Edit → The edit view of the record in the respective module opens.
Delete Relation → The relation (link) is deleted.
Delete → The record is deleted from the respective module.
Subscribe → The record is subscribed.

can be executed directly from the list view per individual record. In the last column, the three-dot action icon is displayed. Clicking it opens a flyout menu with the listed actions.

detailansicht_tab_verknuepfungen_aktionen_datensaetze_in_bloecken.png Actions Flyout Menu